First Western Trust Bank Purchases in Q4 2024

First Western Trust Bank

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
66.6K
+ 39.37%
$174.22 - $187.62 $11.6M - $12.5M
236K $41.3M
NVDA
Nvidia Corp

Technology
17.8K
+ 96.55%
$117.0 - $148.88 $2.08M - $2.65M
36.2K $4.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.67K
+ 55.71%
$442.29 - $483.08 $1.18M - $1.29M
7.45K $3.38M
EIX
Edison International

Utilities
14.1K
New
$77.93 - $88.36 $1.1M - $1.25M
14.1K $1.13M
GILD
Gilead Sciences, Inc.

Healthcare
993
+ 1.8%
$83.95 - $97.9 $83.4K - $97.2K
56.1K $5.18M
DIS
Walt Disney CO

Communication Services
875
+ 3.08%
$92.39 - $117.6 $80.8K - $103K
29.3K $3.26M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
16.5K
New
$22.39 - $23.45 $369K - $387K
16.5K $378K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.33K
+ 5.51%
$77.25 - $91.3 $103K - $121K
25.4K $2.17M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.96K
+ 4.46%
$87.42 - $98.06 $259K - $290K
69.4K $6.2M
GS
Goldman Sachs Group Inc

Financial Services
405
New
$486.1 - $608.57 $197K - $246K
405 $231K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.13K
New
$172.07 - $207.36 $195K - $235K
1.13K $223K
WMT
Walmart Inc.

Consumer Defensive
87
+ 0.4%
$79.1 - $95.7 $6.88K - $8.33K
21.9K $1.98M
COP
Conocophillips

Energy
2.18K
New
$95.12 - $114.72 $207K - $250K
2.18K $216K
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.72%
$180.88 - $232.93 $18.1K - $23.3K
5.9K $1.3M
TSLA
Tesla, Inc.

Consumer Cyclical
527
New
$213.65 - $479.86 $113K - $253K
527 $212K
BAC
Bank Of America Corp

Financial Services
4.72K
New
$39.22 - $47.77 $185K - $226K
4.72K $207K
AVGO
Broadcom Inc.

Technology
63
+ 1.95%
$159.67 - $250.0 $10.1K - $15.8K
3.29K $762K
TRV
Travelers Companies, Inc.

Financial Services
854
New
$225.97 - $266.66 $193K - $228K
854 $205K
BMY
Bristol Myers Squibb CO

Healthcare
28
+ 0.08%
$51.92 - $59.94 $1.45K - $1.68K
33.8K $1.91M
AXP
American Express CO

Financial Services
12
+ 0.32%
$267.35 - $305.57 $3.21K - $3.67K
3.82K $1.13M
SCHW
Schwab Charles Corp

Financial Services
79
+ 0.88%
$63.31 - $82.85 $5K - $6.55K
9.05K $669K
MA
Mastercard Inc

Financial Services
20
+ 0.92%
$491.3 - $536.15 $9.83K - $10.7K
2.19K $1.15M
MCK
Mckesson Corp

Healthcare
18
+ 1.97%
$482.27 - $628.5 $8.68K - $11.3K
931 $530K
WFC
Wells Fargo & Company

Financial Services
117
+ 2.51%
$54.98 - $77.35 $6.43K - $9.05K
4.78K $335K
IWP
Ishares Russell Mid Cap Growth

ETFs
119
+ 2.15%
$116.4 - $138.52 $13.9K - $16.5K
5.66K $716K
OTIS
Otis Worldwide Corp

Industrials
1.18K
+ 31.3%
$92.57 - $106.01 $109K - $125K
4.95K $458K
CARR
Carrier Global Corp

Industrials
2.33K
+ 30.49%
$66.69 - $82.65 $155K - $193K
9.97K $680K
WSM
Williams Sonoma Inc

Consumer Cyclical
27
+ 1.55%
$129.13 - $198.21 $3.49K - $5.35K
1.77K $327K
META
Meta Platforms, Inc.

Communication Services
46
+ 3.1%
$554.08 - $632.68 $25.5K - $29.1K
1.53K $903K
PGR
Progressive Corp

Financial Services
585
+ 9.31%
$239.6 - $268.88 $140K - $157K
6.87K $1.65M
CSCO
Cisco Systems, Inc.

Technology
109
+ 1.74%
$52.45 - $60.02 $5.72K - $6.54K
6.38K $377K
DFAS
Dimensional ETF Tr U S Small C

ETFs
429
+ 0.71%
$63.58 - $71.15 $27.3K - $30.5K
60.7K $3.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.4K
+ 300.0%
$25.93 - $105.3 $426K - $1.73M
21.9K $611K
TOWN
Towne Bank (Va)

Financial Services
105
+ 0.58%
$31.98 - $37.62 $3.36K - $3.95K
18.2K $620K
USB
Us Bancorp \De\

Financial Services
108
+ 2.46%
$43.98 - $53.66 $4.75K - $5.8K
4.51K $215K
MO
Altria Group, Inc.

Consumer Defensive
91
+ 1.14%
$49.06 - $57.74 $4.46K - $5.25K
8.09K $422K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
29
+ 2.63%
$278.19 - $315.36 $8.07K - $9.15K
1.13K $326K
CVX
Chevron Corp

Energy
119
+ 2.54%
$141.15 - $162.53 $16.8K - $19.3K
4.8K $694K
PM
Philip Morris International Inc.

Consumer Defensive
85
+ 1.23%
$118.38 - $133.06 $10.1K - $11.3K
6.99K $840K
ETN
Eaton Corp PLC

Industrials
5
+ 0.17%
$326.96 - $377.52 $1.63K - $1.89K
2.89K $957K
Rbb Fd Inc
2.56K
+ 48.72%
N/A
7.81K $0
Ge Healthcare Technologies Inc
17
+ 0.6%
N/A
2.83K $0
Blackrock Inc
4.41K
New
N/A
4.41K $0
NU
Nu Holdings Ltd.

Financial Services
5.28K
+ 29.93%
$10.24 - $15.89 $54K - $83.8K
22.9K $237K
APD
Air Products & Chemicals, Inc.

Basic Materials
156
+ 2.37%
$285.5 - $335.62 $44.5K - $52.4K
6.75K $1.96M
WM
Waste Management Inc

Industrials
17
+ 0.91%
$201.79 - $228.46 $3.43K - $3.88K
1.89K $380K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.54K
+ 200.0%
$25.79 - $80.4 $194K - $606K
11.3K $294K
XOM
Exxon Mobil Corp

Energy
1.16K
+ 7.95%
$105.51 - $125.37 $122K - $145K
15.8K $1.69M
SBUX
Starbucks Corp

Consumer Cyclical
71
+ 1.67%
$87.44 - $102.5 $6.21K - $7.28K
4.31K $393K
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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